Your AI investing guide: portfolio assessment, recommendations, answers to all finance questions.
Developer: https://portfoliopilot.com
The PortfolioPilot plugin is a powerful tool designed to provide comprehensive investment portfolio assessments, personalized portfolio recommendations, and up-to-date information about a wide range of individual securities. This includes ETFs, stocks, cryptocurrencies, bonds, mutual funds, as well as macroeconomic trends.
Developed by Global Predictions, the plugin leverages the power of AI to serve as an investment coach, capable of aggregating all types of assets into a single portfolio. This includes stocks, bonds, ETFs, mutual funds, real estate, cryptocurrencies, and private equity.
The plugin’s primary function is to provide a detailed analysis of a given investment portfolio. This analysis includes expected returns, risk-adjusted returns, diversification, risk, volatility, and various downside protection factors such as inflation risk and credit risks. The result of this evaluation is a set of Portfolio Scores, an analysis of risk-adjusted returns and downside protection, and a list of specific, actionable recommendations on how to improve the portfolio.
In addition to portfolio assessments, the plugin also offers real-time information related to securities and macroeconomics. This includes news, expected returns, risk, financial information, valuations, fund exposures, related securities, and other details about any public company. The ETF and stock search functionality allows users to find funds and stocks according to a set of filters, providing extra information to help users find the best security that matches their requests.
Common prompts for conversational interaction:
- “What are the details of the security with ticker XYZ?”
- “What are the top ETFs based on a maximum expense ratio of 0.5?”
- “Can you provide an assessment of my portfolio?”
- “What are the top stocks in the technology sector?”
- “Can you provide macroeconomic insights for the US?”
The PortfolioPilot plugin is a versatile tool that can be utilized by both novice and experienced investors alike. It offers a comprehensive suite of features that can help users understand their investment portfolios better, make informed decisions, and stay updated on the latest trends in the financial markets. It’s important to note that while the plugin provides detailed analysis and recommendations, it does not constitute investment advice, and investing inherently involves risk.